Knowledge Base

Default Settings – Quotes Valid Until

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• 1577

Default Settings – FOB & Completed Method

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• 1201

Default Settings – Relationship, Source, & Est. Lead Time

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• 1223

Default Settings – Payment Terms & Pricing Level

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• 1254

Setting default Sales Rep & Project Managers for all new records

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• 1248

Triggered Transaction Emails

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• 1317

Localization Settings

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• 1168

File Approval Work Order Settings

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• 1774

File Approval Quotes Settings

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• 3490

Setting Default Work Order Times

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• 1461